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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,585 | $72,404+247.5% | $110,243+128.2% | $64,173+292.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -0.63% | -6.29%+5.7pp | 314.76%-315.4pp | 7.63%-8.3pp |
| Employer contribution / active EE | $7,846 | $2,282+243.9% | $3,827+105.0% | $2,381+229.6% |
| Participant deferral / active EE | $8,306 | $3,469+139.4% | $4,672+77.8% | $3,470+139.4% |
| Admin fee / account holder | $9,544 | $5,664+68.5% | $8,548+11.6% | $4,887+95.3% |